For More Information. Institutional Effectiveness Pyramid Analytics (BI Office) Help. Topic: Pyramid Analytics (BI Office) Dashboard Tutorial

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1 Institutional Effectiveness Pyramid Analytics (BI Office) Help Topic: Pyramid Analytics (BI Office) Dashboard Tutorial Dashboards are a way to display performance indicators, key performance indicators (KPIs), and other relevant information to a user. Dashboard can be interactive with drill capabilities to review additional aspects of the data. A dashboard can be organized by the types of individuals using the dashboard, by department, or by types of information. Access Device/Browser Compatibility Consumer Interface o Advanced UI Account Content Management o Basic UI Action Ribbon Content Menu Open Dashboard o Advanced UI o Basic UI Dashboard Navigation o Global Slicers o Drill Drill Down Drill Up Drill to Level o Expand Down/Collapse Expand Down Collapse o Sorting and Filtering Quick Sort Quick Filter o Other Context Sensitive Functions Navigate between Dashboards Export and Print o Print o Export Exit Pyramid Analytics (BI Office) For More Information Please contact the Office of Institutional Effectiveness at mailto:datareq@mnstate.edu if you have questions about this material. OIE Pyramid Dashboard Tutorial Consumer Interface Page 1 August 7, 2015

2 Access Website Address (URL): User Name: Star ID Password: Star ID Password Device/Browser Compatibility LI ( ) Device Browser SSRS Pyramid 4 PC Chrome No Yes 5 PC Firefox Yes No PC Internet Explorer Yes 1 Yes 2 Mac Chrome No No Mac Firefox Yes No Mac Internet Explorer No No Mac Safari No Yes ipad 3 Chrome No No ipad 3 Firefox No No ipad 3 Internet Explorer No No ipad 3 Safari No Yes 1. Compatibility view must be active on IE Compatibility view must be inactive on IE BI Office (Pyramid) program must be loaded on ipad for functionality. 4. Silverlight program is required for Pyramid Analytics operation. 5. Google Chrome not supported with version 45 onwards. ipad o Please contact Penny Railing at or penny.railing@mnstate.edu if you would like Pyramid Analytics (BI Office) installed on your ipad. OIE Pyramid Dashboard Tutorial Consumer Interface Page 2

3 Consumer Interface Advanced UI Account The Account screen or Welcome screen is referred to as the Backstage. The Backstage is considered the common interface screen. This form contains the menu for accessing online help, opening a report and/or dashboard. The form also displays the user information and version details as well other options for users. Help This is the online Pyramid documentation. Another window will open for the online documentation. Basic UI This is to switch from the Advance User Interface to Basic User Interface. Click on the icon and it switch to the "Basic User Interface" which is a slimmed down version of what is available in the main client. It provides a simple point and click interface without exposing the numerous content management interfaces. You cannot modify when using Basic UI. The Basic UI appears as shown below: OIE Pyramid Dashboard Tutorial Consumer Interface Page 3

4 Content Management A. Recent The Recent Content will list the dashboards that you have recently accessed. Once you place your cursor on a dashboard, the Items area will be populated. You can open up a particular dashboard directly from this form. B. Open To open a dashboard that already exists. Public Content area provides a hierarchical tree listing that is READ access only. The listing of contents is segmented into Personal, group, public. Based upon security, you may not have access to all folders. O Personal Content is contents that you have created and saved. This is your own personal workspace. Others do not have access to your Personal Contents. O Group Content is available to analyst and professional users and represents a workspace appropriate for analysts only. O Public Content is available to all users. However only professional users can publish content to this domain. OIE Pyramid Dashboard Tutorial Consumer Interface Page 4

5 C. New To create a new item using one of the following Pyramid Applications: These features are not available in the consumer interface (license). bioxl Application used for creating and modifying reports. biopoint Application used for creating dashboards. biowriter Application used for creating publication documents and alerts. D. Feeds Feeds allow you to review any alert and/or publication that have been processed. E. Search Provides a search interface for finding content based on keywords or other criteria. You can open a book from the results. o Exit Close the application. OIE Pyramid Dashboard Tutorial Consumer Interface Page 5

6 Basic UI Action Ribbon Menu Button Tap to access the available content and actions. Back button (<) click on to return to the previous screen. This button refreshes only the content of the application. This button will launch the user back into the full client interface. This is the online Pyramid documentation. Another window will open for the online documentation. Search Button Quick search of content. OIE Pyramid Dashboard Tutorial Consumer Interface Page 6

7 Content Menu A. Recent Items View and access recently used files. B. Personal Content View the Personal folders and files of contents that you have created and saved. This is your own personal workspace. Others do not have access to your Personal Contents. C. Public View and access files from the Public folder. Click on a folder to view the files/slides within. The number displayed in the folder indicates the number of dashboards found in a folder. Follow the instructions below to access the public dashboards. D. Alerts View, manage and dismiss notifications from Publisher. E. Publications View and access publication files. OIE Pyramid Dashboard Tutorial Consumer Interface Page 7

8 Open Dashboard Accessing Dashboards Within Pyramid, a dashboard is considered a book made up of one or more slides. Similar to our books of reports, these are books of slides. Dashboards will be identified by a red pyramid icon next to the name as outlined below. Advanced UI Within Advance UI you can click on the dashboard you would like to view. A single click will display the slides of the dashboard and present the user with the options. Click on the View Dashboard button which will take you to the first slide or if you want to go directly to another slide click on the specific slide (i.e. Course Trends). View Dashboard Open Link This runs the dashboard and displays how the end users would see it. This will return the URL link for the dashboard. OIE Pyramid Dashboard Tutorial Consumer Interface Page 8

9 Basic UI Within Basic UI single click on Public and then the folder (i.e. Executive Dashboards) and choose the dashboard you would like to view. A single click will display the slides of the dashboard and present the user with the options. Once the Dashboard is open you may see sections which are groupings of common slides. In the example below, there are two sections: Class Utilization and Class Meeting. OIE Pyramid Dashboard Tutorial Consumer Interface Page 9

10 Dashboard Navigation Global Slicers (drop downs) global slicers allow you to choose (filter) the values on one slide and they will automatically update all slides. Drill the drill feature allows you the ability to see specific details of the data for further analysis. Drill Down Drills down the current element to its child elements. If no child elements (hierarchy), this feature is disabled. Left click on the element within the report or right click on the element and the Context Menu will appear. Click on the Drill Down option from the Context Menu. Results (partial) of Drill Down on Class Numbers ACCT (ACCT) OIE Pyramid Dashboard Tutorial Consumer Interface Page 10

11 Drill Up Drills up to the parent level. Right click on the element within the report and click on the Drill Up option from the Context Menu. Results of Drill Up Drill to Level Drills down to the descendants (children) of a selected member at the level chosen from the sub menu. Right click on the element and click on the Drill to Level option from the Context Menu. Results of Drill to Level on Class Number OIE Pyramid Dashboard Tutorial Consumer Interface Page 11

12 Expand Down and Collapse These features will show the current element and it child elements or hides the current element s exposed children. (If there are no child elements, these features are automatically disabled). o To Expand Down, hit (Ctrl + Click) or right click for the Context Menu and click on the Expand Down option. Results of Expand Down on ANIM (ANIM) o To Collapse, right click on the element and click on the Collapse option. Results of Collapse on ANIM (ANIM) OIE Pyramid Dashboard Tutorial Consumer Interface Page 12

13 D. Sorting and Filtering You can sort and/or filter the data easily by using the Quick Sort and Quick Filter options. There are addition sorting and filtering options for the rows and columns within the Query Ribbon. o Quick Sort Provides a context sensitive sorting of the rows or columns based on the values or on the labels of the element as the sort criteria. Right click on the column or row you are sorting. The Context Menu will appear. Click on the Quick Sort option and click on the option to sort by the Values or by the Labels. Click on either Sort Ascending or Sort Descending. Results of Sort Values by Sort Descending on Column Fall Semester 2015 Results of Sort Labels by Sort Descending on Columns OIE Pyramid Dashboard Tutorial Consumer Interface Page 13

14 o Quick Filter Provides a context sensitive filtering of the rows or columns based on the selected elements as the filter criteria. Filters are either the TopCount / BottomCount or TopPercent / BottomPercent. Right click on the column or row you are filtering. The Context Menu will appear. Click on the Quick Filter option and click on the option to sort by the Values or by the Labels. OIE Pyramid Dashboard Tutorial Consumer Interface Page 14

15 Other Context Sensitive Functions if you right click on the slide (outside of the grid) there are other context sensitive functions available. These features will not be covered in this tutorial. OIE Pyramid Dashboard Tutorial Consumer Interface Page 15

16 Navigate between Dashboards To return to choose another dashboard, click on the Pyramid icon in the top right corner of the page. It will display a fan of options, click on the Close dashboard section of the blue fan with the red pyramid icon. This will return you to one of the following screens. Advanced UI Basic UI OIE Pyramid Dashboard Tutorial Consumer Interface Page 16

17 Export and Print (Etc.) To export or print, click on the Pyramid icon in the top right corner of the page. It will display a fan of options, click on the Printer icon. Reset all panels This will reset the dashboard to slides/panels to their original settings. Rerun all queries - This will rerun all queries for the reports used on the current slide. Help This will access Pyramid online help. Dashboard Timer - this allows you to set a counter or countdown to refresh and cycle through your presentation. Print\Export Exports the slide to a PDF, XPS, Microsoft Office or Close dashboard This will close the dashboard and return to the backstage area. A. Print Click on Print Content OIE Pyramid Dashboard Tutorial Consumer Interface Page 17

18 Within the Print menu, you can select PDF or XPS. The Output Options allow you to select specific objects within the report, whether to include the report titles and/or filter lists from the report. The Settings determine which report or reports that are selected to appear within the PDF/XPS document as well as the formatting of the paper. Clicking on the Headers and Footers allows you to determine if the PDF/XPS should have a header or footer and what to place within each if desired. 1. Once you have selected the print options and you are ready to export to a PDF or XPS document, click on the Print button. Once completed, you will receive the following window: 2. To open the PDF (in this example), click the middle section where is states Click here to get file and the PDF will appear. You can now print the document to your printer or save to a folder for access later. Note: The Report Analysis button will display a summary of the runtime it took to create the PDF document and the queries included. 3. Click Close once done. OIE Pyramid Dashboard Tutorial Consumer Interface Page 18

19 B. Export Click on Export Content 1. Within the Export menu, you can select MS Excel, MS Word or MS PowerPoint. The Settings determine which report or reports that are selected to appear. 2. Select the file type you wish to export your report to. The options are: OIE Pyramid Dashboard Tutorial Consumer Interface Page 19

20 3. Select your Settings, which would be to select the current report you are on, the entire book or specific reports within the book. You will have other formatting options based on the application selected. 4. Once you have your settings in place, click on the Export button and you will receive the following screen: 5. Click on Click here to get file to open up the document within the application selected. You can then save the document to a specific folder location if so desired. Note: The Report Analysis button will display a summary of the runtime it took to create the PDF document and the queries included. 6. When completed, click the Close button. OIE Pyramid Dashboard Tutorial Consumer Interface Page 20

21 Exit Pyramid Analytics (BI Office) Advanced UI Basic UI Close the browser If you choose to close the browser via the Basic UI you will receive this prompt. Click on Leave Page. OIE Pyramid Dashboard Tutorial Consumer Interface Page 21

22 Document Change Tracking Date Change Page 7/29/2015 Original Document All 8/7/2015 Added Opera to the Device/Brower compatibility grid 2 12/4/2015 Updated to reflect that we now have four dashboards in the Executive Dashboards folder 12/11/2015 9/18/15 Google announced that the latest version of Chrome browser no longer supports certain third party browser plug s like Java and Silverlight, as of 9/1/2015. As a result, Google Chrome version 45 onwards is no longer capable of running Pyramid Analytics main BI Office client. 10/24/2017 March 2017 Firefox (version 52) no longer supports the Silverlight browser plugin which is required for Pyramid Analytics. 4,8,9, OIE Pyramid Dashboard Tutorial Consumer Interface Page 22